Priyanka Sharma
Business Analyst | 4 YOE
sh.priyankaa@gmail.com +919266712405 Delhi NCR
Education
Pranveer Singh Institute of Technology | PSIT 2021 - 2023
Kanpur
MBA
CGPA: 7.3
Experience
TOMORROW PVT LTD | Business Analyst Noida | DEC/2021 - Present
Conducted stakeholder meetings to gather and document business requirements. Analyzed and
improved health insurance claims processes and SOPs.
Utilized SQL and data visualization tools to create actionable insights and reports.
Planned and executed health insurance-related projects, coordinating with cross-functional
teams.
Maintained effective communication with stakeholders through updates and presentations.
Collaborated with development teams to design, implement, and test technical solutions.
TESTBOOK | Financial Analyst Mumbai | Nov 2020 - 2021
Prepared and analyzed financial reports to provide insights into the company's financial
performance.
Utilized tools such as Excel and financial modeling software to forecast future financial
outcomes. Developed and managed budgets, working closely with department heads to ensure
alignment with organizational goals. Conducted variance analysis to track performance against
budget and forecast.
Conducted comprehensive analysis of potential investment opportunities. Evaluated financial
statements, market conditions, and industry trends to provide recommendations for investment
strategies.
Regularly communicated financial insights and analysis to stakeholders, including senior
management and external partners. Created detailed reports and presentations to support
decision-making processes.
Skills
REQUIREMENT SCRUM AGILE PROJECT
GATHERING METHEDOLOGY, MANAGEMENT
JIRA JIRA MICROSOFT TRELLO
CONFLUENCE VISIO
MS WORD POWER BI TABLEAU QUICK SIGHT
MS EXCEL SQL/ MYSQL LUCID CHART UAT
User Stories BRD FRD SRS
Selective Projects
Health Insurance Claims Processing System Implementation
JIRA, CONFLUENCE, MS WORD
With this project, I aimed to streamline the claims processing work ow, improving accuracy
Conducted comprehensive requirement-gathering sessions with stakeholders to understand
pain points.
Developed and implemented new work ows and SOPs to optimize claims processing.
Collaborated with the IT team to design and implement the new claims processing system.
Utilized SQL and data visualization tools to analyze claims data and generate actionable
insights. Conducted training sessions for stakeholders to ensure smooth system adoption and
ongoing support.
Customer Relationship Management (CRM) System Enhancement
SQL, ETL, Power BI
With this project, I aimed to improve customer engagement and retention by enhancing the
existing CRM system.
Gathered and documented business requirements through workshops and interviews with
customer service representatives and policyholders.
Identified gaps in the existing CRM system and proposed enhancements to improve
processes. Worked with the development team to integrate customer data from multiple
sources into the CRM system.
Created detailed reports and dashboards using Tableau to track customer interactions.
Communicated project progress and insights to stakeholders, ensuring alignment with
business objectives.
Health Insurance Policy Management System Upgrade
JIRA, Agile Methodology
With this project, I aimed to upgrade the policy management system to improve operational e
ciency
and compliance.
Conducted requirement gathering sessions with underwriters and policy administration
teams to document needs.
Collaborated with IT and external vendors to design an upgraded policy management system.
Managed the implementation of the new system, including user acceptance testing (UAT).
Developed and executed a change management plan to facilitate the transition to the new
system. Conducted a post-implementation review to assess system performance and gather
feedback.
Certifications
Power BI – Lokesh Lalwani
Business Analyst - Microsoft.
SQL - Udemy. Honors & Awards
Silver badge in SQL by Hacker rank
